Pim Kulsudja
Falmouth,ME
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
Falmouth, Maine
02.2023 - 04.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Customized investment portfolios to align with changes in clients' financial situations, maintaining optimal performance.
Licensed Relationship Banker
JPMorgan Chase
Falmouth, Maine
05.2021 - 01.2023
- Exceeded personal sales goals consistently, contributing significantly towards the branch's overall success.
- Collaborated with branch team members to meet monthly targets, enhancing overall branch performance.
- Exceeded personal sales goals consistently, contributing significantly towards the branch''s overall success.
Relationship Banker
Bank of America
South Portland, ME
02.2020 - 05.2021
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
Supervisor
Orchid Thai Restaurant & Bar
Falmouth , Maine
11.2013 - 03.2020
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
- Monitored workflow to improve employees time management and increase productivity.
Airline Customer Service Agent
United Airlines
Portland, ME
03.2018 - 10.2018
- Provided exceptional customer service with empathetic listening and effective problem-solving skills.
- Assisted customers with ticketing, seating, and baggage handling requirements.
- Managed passenger boarding process, maintaining orderliness and timeliness during busy periods.
Education
Bachelor of Arts - Asian Studies
Silpakorn University
Thailand, Nakornpathom, ThailandAssociate Degree - Hospitality Management
Southern Maine Community College
South Portland, MECertificate - ESL
University of Southern Maine
Portland, MEVocational Certificate - Civil Construction
King Mongkut's Institute of Technology North Bangkok
ThailandSkills
- Financial analysis
- Investment strategies
- Portfolio management
- Risk assessment
- Team collaboration
- Problem solving
- Customer relationship management
- Attention to detail
- Teamwork and collaboration
Certification
- FINRA Securities Industry Essentials (SIE)
- FINRA General Securities Representative (Series 7)
- FINRA Investment Company and Variable Contracts Products Representative (Series 6)
- FINRA Uniform Securities Agent State Law Exam (Series 63)
- FINRA Uniform Combined State Law (Series 66)
- Maine Life Producer Insurance License
Languages
- English
- Thai
Timeline
Financial Advisor
Edward Jones
02.2023 - 04.2025
Licensed Relationship Banker
JPMorgan Chase
05.2021 - 01.2023
Relationship Banker
Bank of America
02.2020 - 05.2021
Airline Customer Service Agent
United Airlines
03.2018 - 10.2018
Supervisor
Orchid Thai Restaurant & Bar
11.2013 - 03.2020
Bachelor of Arts - Asian Studies
Silpakorn University
Associate Degree - Hospitality Management
Southern Maine Community College
Certificate - ESL
University of Southern Maine
Vocational Certificate - Civil Construction
King Mongkut's Institute of Technology North Bangkok
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